TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,795 $536K 0.13% +254 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,738 $525K 0.35% -630 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,731 $524K 0.31% -16 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,730 $524K 0.3% +1,185 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,687 $516K 0.16% +6 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,686 $516K 0.12% +695 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,650 $509K 0.26% +662 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,648 $508K 0.02% +495 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,637 $506K 0.24% -14 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,633 $505K 0.02% +803 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,625 $504K 0.09% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 2,620 $503K 0.27% +995 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,614 $502K 0.08% -895 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,604 $500K 0.1% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,597 $498K 0.02% -47 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,594 $498K 0.17% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,588 $497K 0.08% -135 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,583 $496K 0.03% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,580 $495K 0.15% -340 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,576 $494K 0.02% new 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 2,572 $494K 0.55% +426 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,572 $494K 0.27% -108 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,569 $493K 0.08% +164 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,569 $493K 0.13% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,562 $492K 0.04% +24 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 2,560 $491K 0.07% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,554 $490K 0.06% -833 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,550 $489K 0.1% +50 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,546 $489K <0.01% -11 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,537 $487K 0.11% +60 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,530 $485K 0.11% -113 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,525 $485K 0.2% -4,666 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,521 $484K 0.04% +4 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,519 $484K 0.03% +44 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,509 $482K 0.12% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,501 $480K 0.01% +36 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,498 $479K 0.14% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,498 $479K 0.17% +75 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,493 $478K 0.01% -501 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,479 $476K 0.06% +11 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,470 $474K 0.44% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,466 $473K 0.09% +196 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,466 $473K 0.2% +26 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,440 $473K 0.03% -143 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,465 $473K 0.04% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,464 $473K 0.08% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,462 $473K 0.23% +1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,458 $472K 0.02% +80 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,445 $469K 0.07% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,445 $469K 0.03% -11,705 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,444 $469K 0.16% +15 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,438 $468K 0.12% +2,338 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,425 $465K 0.25% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,419 $464K 0.11% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,416 $464K 0.12% -81 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,415 $463K 0.14% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,410 $463K 0.03% -907 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,408 $462K 0.16% +125 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,407 $462K <0.01% -1,024 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,406 $462K 0.08% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,392 $459K 0.01% +217 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,371 $455K 0.06% -99 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,365 $454K 0.1% new 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 2,354 $452K 0.56% +84 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,348 $451K 0.27% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,347 $450K 0.24% +433 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,344 $450K 0.01% +39 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,344 $450K 0.04% +1,171 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,339 $449K 0.12% -9,276 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 2,336 $448K 0.06% -3 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,325 $446K 0.07% -169 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,322 $446K 0.05% +601 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 2,313 $444K 0.08% -114 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,310 $443K 0.25% +199 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 2,310 $443K 0.17% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,307 $443K 0.01% +2,052 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,306 $443K 0.2% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,298 $441K 0.35% +1,155 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,282 $438K 0.09% +1 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,281 $438K 0.05% +343 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,263 $434K 0.02% 0 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,262 $434K 0.12% +249 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,260 $434K 0.18% -2,460 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,260 $434K 0.32% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,243 $432K 0.39% +647 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,247 $431K 0.26% -60 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,232 $428K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,227 $428K 0.05% -388 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,228 $427K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,221 $426K 0.1% -27 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,217 $426K 0.06% +236 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 2,217 $425K 0.08% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,212 $424K 0.06% +2 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,203 $423K 0.21% new 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 2,195 $421K 0.23% +217 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,192 $421K 0.17% -1,080 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 2,191 $420K 0.08% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,188 $420K 0.02% +69 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,188 $420K 0.21% -253 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,184 $419K 0.03% -260 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,172 $417K 0.13% -174 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,165 $416K 0.1% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,164 $415K 0.05% +275 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,162 $415K 0.11% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,155 $414K 0.02% +1,905 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,148 $414K 0.07% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,150 $413K 0.09% +500 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,131 $409K 0.08% -2,131 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,127 $408K 0.17% +227 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,122 $407K 0.14% -41 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,113 $406K 0.19% +129 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,107 $404K 0.39% -33 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,100 $403K 0.07% -34 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,096 $402K 0.21% +901 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 2,094 $402K 0.26% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,089 $401K 0.05% +135 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,085 $400K 0.09% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,083 $400K 0.02% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,073 $398K 0.01% +114 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,073 $398K 0.08% +243 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,064 $396K 0.01% +189 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,062 $396K 0.3% -105 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,059 $395K 0.04% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,052 $394K 0.32% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,050 $394K 0.04% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,047 $393K 0.16% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,038 $391K 0.23% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,037 $391K 0.09% +177 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,030 $390K 0.01% +196 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,029 $389K 0.13% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,020 $388K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,020 $388K 0.03% +74 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,000 $384K 0.17% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,000 $384K 0.33% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,892 $383K 0.07% +25 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,993 $383K 0.05% +3 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,992 $382K 0.13% +1 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,989 $382K 0.11% +671 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,987 $381K 0.21% +3 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,984 $381K 0.52% +373 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,982 $380K 0.07% -3 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,977 $379K 0.02% +101 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,970 $378K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,964 $377K 0.03% +1,948 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,964 $377K 0.18% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,959 $377K 0.06% +7 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,956 $375K 0.15% +4 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,953 $375K 0.06% +209 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,949 $374K 0.02% -660 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,929 $370K 0.15% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,860 $368K 0.35% +8 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,911 $367K 0.11% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,905 $366K 0.02% -1,418 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,891 $363K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,890 $363K 0.02% +339 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,884 $362K 0.25% +471 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,879 $361K 0.05% +8 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,878 $360K 0.18% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,873 $360K 0.03% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,846 $356K 0.08% +15 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,844 $354K 0.15% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,840 $353K 0.11% -41,091 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,839 $353K 0.21% -620 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,832 $352K 0.16% -19 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,739 $351K 0.05% -174 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,827 $351K 0.32% -388 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,825 $350K 0.08% +726 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,819 $349K 0.16% +5 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,815 $348K 0.11% +125 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,815 $348K 0.07% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,811 $348K 0.1% +7 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,810 $347K 0.22% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,809 $347K 0.05% +69 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,808 $347K 0.02% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,808 $347K 0.1% -86 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,803 $346K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,804 $346K 0.01% +3 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,802 $346K 0.18% -79 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,799 $345K 0.06% +49 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,794 $344K 0.05% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,792 $344K <0.01% +43 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,792 $344K 0.11% +62 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,789 $343K 0.11% -7 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,787 $343K 0.16% +20 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,776 $341K 0.67% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,772 $340K 0.27% +326 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,772 $340K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,771 $340K 0.1% +100 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,770 $340K 0.17% -324 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,765 $339K 0.11% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,760 $338K 0.13% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,757 $337K 0.11% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,753 $336K 0.02% -116 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,749 $336K 0.05% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,741 $334K 0.07% +372 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,721 $330K 0.02% +303 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,720 $330K 0.04% +206 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 1,704 $327K 0.16% +50 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,700 $326K 0.09% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,699 $326K 0.09% new 13F-HR Timeline